As we continue our Get to Know Our Team series, we want to introduce you to Eric Toubin.
Learn more about Eric’s story and values in his video!
Eric Toubin, on the path to becoming an Advisor here at Painted Porch, reflects on his career transition into financial planning. Initially seeking a change, he connected with Brian, with whom he shared a background in institutional finance. Eric was drawn not only to the profession but also to Painted Porch’s unique approach, which emphasizes both financial strategy and community.
Eric’s daily routine involves client interactions, from plan updates to financial scenarios. The operations team manages plan execution, letting Eric focus on supporting clients and answering questions. This teamwork makes financial planning collaborative, leading to breakthroughs.
One of the most rewarding aspects of Eric’s role is witnessing client breakthroughs. He shares examples such as helping clients realize they can buy their first home or retire early. These moments validate the work and show the transformative power of financial planning. Eric notes that small victories—such as overcoming long-standing obstacles—can have a profound impact on clients’ lives.
Outside of his professional life, Eric values an active lifestyle. He enjoys outdoor sports and cherishes spending time with his children, especially when they are involved in various athletic activities. Originally from New York, living in Southern California has opened up new opportunities for him; maybe one day he will take the chance to learn to surf.
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